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Portfolio (Quarterly) Guide ↗

Boyer Financial Services, Inc.

· CIK 0002108122
13F Portfolio $118M AUM 57 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 28 Added 9 Reduced 3 Exited
Page 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AIRR FIRST TR EXCHANGE TRADED FD 2,496.0 $314K 0.27% NEW $125.93 -10.7%
42 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 1,246.0 $301K 0.25% NEW $241.91 -2.8%
43 GRID FIRST TR EXCHANGE-TRADED FD 1,483.0 $273K 0.23% NEW $184.16 -1.4%
44 VGT VANGUARD WORLD FD 2,330.0 $267K 0.23% +2K +706.2% $114.64 +5.5%
45 CIBR FIRST TR EXCHANGE-TRADED FD 2,902.0 $263K 0.22% NEW $90.68 +9.7%
46 SPY STATE STR SPDR S&P 500 ETF T Financial Services 350.0 $261K 0.22% $744.78 +3.3%
47 LEN LENNAR CORP Consumer Cyclical 2,947.0 $260K 0.22% $88.21 -2.9%
48 CVX CHEVRON CORPORATION Energy 1,520.0 $257K 0.22% +93.0 +6.5% $169.20 +17.3%
49 QUAL ISHARES TR 1,160.0 $253K 0.21% NEW $218.43 +2.7%
50 JNJ JOHNSON & JOHNSON Healthcare 894.0 $235K 0.20% +35.0 +4.1% $263.04 +1.4%
51 APP APPLOVIN CORP Technology 423.0 $223K 0.19% NEW $527.06 -41.6%
52 JEPI J P MORGAN EXCHANGE TRADED F 3,883.0 $220K 0.19% NEW $56.71 +2.1%
53 BUFR FIRST TR EXCHNG TRADED FD VI 5,913.0 $216K 0.18% NEW $36.55 +2.4%
54 GLD SPDR GOLD TR Financial Services 547.0 $207K 0.17% +30.0 +5.8% $378.13 +11.6%
55 GE GE AEROSPACE Industrials 541.0 $204K 0.17% NEW $377.52 -8.3%
56 CRDL CARDIOL THERAPEUTICS INC Healthcare 34,100.0 $36K 0.03% +11K +47.6% $1.05 +104.3%
57 REDCLOUD HLDGS PLC 107,953.0 $26K 0.02% -37K -25.8% $0.24
Page 3 of 3  ·  57 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 50.6%
Consumer Cyclical 22.8%
Financial Services 6.3%
Communication Services 5.5%
Real Estate 4.9%
Healthcare 3.7%
Energy 3.5%
Industrials 2.8%